Benefits of a living trust for your estate
You may think you don’t need to make any estate planning moves because of the generous federal estate tax exemption of $12.92 million for 2023 >>
Month: May 2023
Jaylin Kenney, CPA – Outstanding Young CPA
Congratulations Jaylin! This award is to recognize the talent of young Montana CPAs. Up-and-coming CPAs are the heart of the profession, and absolutely imperative in the >>
How to battle back against brandjacking
As individuals, we’re warned repeatedly about the dangers of online identity theft. Well, as a business owner, you’re in double jeopardy because a hacker might not >>
4 tax challenges you may encounter if you’re retiring soon
Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s >>
Don’t overlook these two essential estate planning strategies
When it comes to estate planning, there’s no shortage of techniques and strategies available to reduce your taxable estate and ensure your wishes are carried out >>
Montana Income Tax & Property Tax Rebates – What Individuals Need to Know
Hot off the Montana press – you could get some money back! On March 13, 2023, Montana Governor Greg Gianforte signed into law two new legislative >>
The IRS clarifies what counts as qualified medical expenses
If you itemize deductions on your tax return, you may wonder: What medical expenses can I include? The IRS recently issued some frequently asked questions >>
